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Name Holding Trade Value Shares
Change
Change in
Stake
AFM
1476
Armstrong Fleming & Moore
District of Columbia
$262K +$266K +3,136 New
AAIS
1477
ABN AMRO Investment Solutions
$262K
PAMG
1478
Patton Albertson Miller Group
Tennessee
$262K -$463K -5,456 -64%
CPW
1479
Crestmont Private Wealth
Texas
$261K +$26K +306 +11%
AMBIA
1480
Allen Mooney & Barnes Investment Advisors
Georgia
$261K +$265K +3,118 New
SEEDPG
1481
S.E.E.D. Planning Group
New York
$261K -$67.1K -790 -20%
Vanguard Capital Wealth Advisors
1482
Vanguard Capital Wealth Advisors
Colorado
$260K +$264K +3,111 New
TA
1483
TKG Advisors
Indiana
$260K +$20.4K +240 +8%
LA
1484
Lane & Associates
New Jersey
$260K +$32.1K +378 +14%
JWM
1485
Janiczek Wealth Management
Colorado
$260K +$79K +930 +43%
AOWM
1486
Alpha Omega Wealth Management
Virginia
$260K -$13.8K -162 -5%
PFA
1487
Petra Financial Advisors
Colorado
$259K -$36.3K -427 -12%
PMFA
1488
Plante Moran Financial Advisors
Michigan
$259K +$66.1K +778 +34%
FPFS
1489
First Personal Financial Services
North Carolina
$259K -$8.66K -102 -3%
CCA
1490
Cobblestone Capital Advisors
New York
$258K
FMLI
1491
Fukoku Mutual Life Insurance
Japan
$258K
PT
1492
Plimoth Trust
Massachusetts
$257K -$36.5K -430 -12%
AIC
1493
Archer Investment Corporation
Indiana
$256K +$152K +1,786 +140%
GWM
1494
Greenwich Wealth Management
Connecticut
$255K +$3.65K +43 +1%
BCM
1495
Boltwood Capital Management
California
$255K +$5.1K +60 +2%
FPWM
1496
FSB Premier Wealth Management
Iowa
$253K -$37.5K -442 -13%
CBA
1497
Coastal Bridge Advisors
Connecticut
$253K +$1.27K +15 +0.5%
1WA
1498
180 Wealth Advisors
Washington
$252K +$13.3K +156 +6%
LWM
1499
Lodestone Wealth Management
Washington
$252K -$1.27K -15 -0.5%
IEFM
1500
IQ EQ Fund Management
Ireland
$252K